Have you ever wondered, "Where can I find those cohort tables?" Perhaps you didn't even know they existed! Our Retention Cohort Tables were previously tucked away within the User Churn and Revenue Churn Metrics, but now they have their own dedicated space! No need to worry; if you're accustomed to searching for them in their old spot, they're still available there too. Having both Retention Cohort Tables in one place will also allow you to easily compare the two. Interested in understanding how to use and interpret this data? Check out this article.

Shopify charges a credit card processing fee when charging users. Our logic now will subtract the net amount from the gross amount, which will include any of these credit card processing fees.

Checkout your fees from your payment provider here: Baremetrics 

You asked, and we delivered! We now have an additional Annual Subscription renewal email template available in Recover. Toggle this email “ON” to send renewal emails to all your annual subscriptions 30 days prior to their renewal date. Having these emails turned on for your customers is good practice went it comes to communications and can help prevent churn!

We are pleased to announce that Custom Dashboards can now be easily accessed on the right-hand side, next to the date selector:

This change was made in response to your feedback and we are confident this will allow you to navigate between segmented data more quickly and efficiently.

We have added an improvement that allows you to edit plan names with manual subscriptions!

Manual subscriptions are a helpful tool for keeping track of your customers whom you manage outside of your payment provider. However, keeping track of your plans' names when using manual subscriptions could be difficult, as they could not be changed once added.

Now, you can easily edit plan names anytime with manual subscriptions so that your pricing structure is always up-to-date. To edit a plan name, go to the Plans tab in Baremetrics and click the Edit icon next to the plan you would like to change. Then, enter the new plan name in the box and click Save. It is that easy!

If you have any questions or feedback about this update, please do not hesitate to reach out to our support team.

Expense forecasting is now available in Forecast+ 🥳 !

Gain a stronger understanding of how much money you’re earning or losing each month by including expense forecasts in your net income. 

Sign up for the beta here. 

We have added a helpful new suite of free calculators that can help you understand your company’s value, financial outlook, and more.

1. Startup Runway Calculator - helps startup founders and early investors forecast their company's financial situation
2. SaaS Valuation - calculates a valuation for a private SaaS company
3. Business Cashflow Forecast - find out how and when a business will need to raise, borrow or earn more cash
4. SaaS Goal Setting - find out what levers need to be pulled (and when) to yield the greatest return with the least amount of effort

Check out all the SaaS Calculators here: Baremetrics SaaS Calculators

We released a few improvements for our Apple App Store integration:

Improved recognition of trial lengths - We have decided to revise and deploy an improved version that allows the metric to produce more accurate conversion rates. Previously we were only creating two states (trialing or active.)  Now will include a canceled state which will create a more accurate picture of what is happening with the subscription.

Improved cancellation dates -   When we import data from Apple we create subscription states based on the information we receive from Apple. Previously cancellations would be identified by a lack of new information during the ds_state creation. We have revamped this to better help identify reactivations/cancelations of the subscription as soon as they happen.

Improved handling of refunds - If a converted customer has their first payment refunded, we'll now cancel the subscription. Previously we kept these customers active till the end of the billing period. 

These changes have given us the ability to be more proactive with cancelations and refunds which will better help identify churn and trial updates. 🎉

Check out your insights here!

When customer uninstalls your app, they are asked to provide a Relationship Uninstalled Reason. We have added these reasons to each customer's profile:

This field is also added as a column on the Customer's List export:

New graphs mean better insights! 🎉This update allows for easier visual understanding of how Recover is working for you in a given month over the past year.

Red is going to show the failed charges inside of a month, while blue will show what you've Recovered inside of a month: